Position:
Financial Advisor at Merit Financial, LLC
Work:
Merit Financial, LLC
- Jacksonville, FL since May 2012
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Financial Advisor
The Institute for Wealth Management
- Denver Feb 2012 - May 2012
-
Financial Advisor
Morgan Stanley Smith Barney
Jan 2011 - Nov 2011
-
Financial Advisor
The Ritz-Carlton, Denver
Sep 2007 - Dec 2010
-
Sales Manager, Leisure and Business Travel
The Ritz-Carlton, San Francisco
Jul 2005 - Sep 2007
-
Group Sales Coordinator
The Ritz-Carlton, Naples, FL
Jan 2003 - Jul 2005
-
Meetings and Special Events Coordinator
Education:
Certified Financial Planner Board of Standards, Inc. 2009 - 2010
Passed CFP November 2010 Exam, Candidate for CFP Certification
College for Financial Planning 2009 - 2010
Graduate Degree, Personal Financial Planning
Florida State University - College of Business 1998 - 2002
Business, Hotel & Restaurant Management
Florida State University 2001 - 2001
Bachelor of Science, Hospitality
Skills:
Investments, Strategic Financial Planning, Asset Managment, Wealth Management, Hospitality, Hotels, Event Planning, Budgets, Front Office, Revenue Analysis, Sales, Event Management, Series 63, Portfolio Management, Strategic Planning, Forecasting, Marketing, Uniform Combined State Law, New Business Development, Asset Allocation